Guided Wealth Portfolios

Guided Wealth Portfolios (GWP) uses the intelligence of an online portfolio manager combined with personal assistance and support from a CERTIFIED FINANCIAL PLANNER™.

A Smart Investment Option

GWP is a sensible investment solution to consider, whether you’re just getting started or have been saving for a while. Our GWP tool uses proprietary software to develop a personalized investing plan that will help you pursue your long-term financial goals. You’ll enjoy the ease and convenience of online account opening and management with support from a CFP© Professional who is available to answer your investment questions.

Personalized Recommendations

You don’t have to be wealthy to get started! Your personal assessment is free- just provide some information about yourself (age, risk tolerance, etc..) to see a sample recommendation from GWP. If you are 60 or younger and have at least $5,000 ready to invest, you can choose to enroll in GWP. We’ll implement your personal investment plan for a lower fee then you’d pay for traditional advisory services.

Why Choose Guided Wealth Portfolios?

  • Lower fees than our traditional advising services
  • Automatic account diversification and rebalancing
  • Tailored to your age, risk tolerance and portfolio size
  • Looks for way to reduce taxes
  • Low minimum at $5000 to start investing
  • 24/7 online access to your account
  • Support from a CFP© Professional during our business hours

Securities offered through LPL Financial, Member FINRA/SIPC

With your free dynamic proposal, you will have access to sample recommendations at no charge to you. If you decide to open a GWP investment management account, you will be charged a quarterly account fee, as well as certain additional costs such as underlying investment fees and expenses and other miscellaneous fees. If you decide to implement sample recommendations in the proposal with another firm, you may be charged fees, commissions, or expenses by that firm, as well as underlying investment fees and expenses.

LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involved risk. Including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Rebalancing a portfolio may cause investors to incur liabilities and/or transaction costs and does not assure a profit or protect against a loss.

Learn more and get started